Our Team

Mark has over 30 years of corporate experience in finance and management working for companies such as Honeywell, Verizon and IBM.  In the mid-1990’s he turned over his personal investments to a ‘top producer’ at a major brokerage house, only to lose nearly all of his initial principal in three years. This inspired Mark to study principles of investing on nights and weekends.  Through a lot of hard work and God’s grace he is now a financial advisor, passionately managing his clients’ money to achieve their financial goals and dreams.

MBA - Master's in Business Administration
BS - Bachelor's in Business Administration (Cum Laude)
AAS - Finance
Army Reserve Veteran

Registered Representative
Investment Adviser Representative
(Series 6, 63, 65)